Joining RBC Dominion Securities in 1999, Stephanie has been delivering a disciplined, goal-focused and planning driven approach to managing her clients' wealth. Her clients include Canada and U.S. based individuals, multi-generational families, private corporations and philanthropists. As markets have become more volatile, clients' situations have become more complex, Stephanie's honest and thoughtful advice has never gone out of style.
Besides holding discretionary portfolio management and financial planning designations, Stephanie is also life insurance and options licensed. This allows her to deliver comprehensive personal and corporate wealth transfer planning as well as investment advisory; which is highly effective in addressing her clients' evolving financial and life goals.
Beyond work, Stephanie enjoys travelling and experiencing different cultures around the world. Stephanie also believes in sharing one's wealth by giving back and making a difference in her community. This is why Stephanie has been actively volunteering her time, expertise and connections since her early teenage years with select not-for-profit organizations whose mandates inspires her.
In appreciation of her dedication and disciplined approach to taking care of her clients' financial well being, many of her clients have come from referrals.
Stephanie is available for a confidential consultation. Contact her directly to see how she could be of service to you and those you care about.